Product Details

Vendor Details

PDCflow

pdcflow.com/

Founded 2006

United States

About PDCflow

Digital Signature Services for any transaction: invoice presentment, document delivery, and payment authentication. Can be integrated with payments in order to authorize any payment or recurring schedule. Easy, user friendly software for both businesses and consumers. Unlimited users, unlimited template set up, Legal Wet Signature for all transactions and mobile optimized for on-the-go transactions. Send payment requests to your consumers instead of making them come to you.

Comments: I will encourage users to for PDCflow software when it comes to the cloud-based digital signature solution!

Pros: The thing that I like the most about PDCFlow software is that it is simple, efficient, and a friendly software that encourages payments and gets signatures, thus making it an easy consumer experience so that a particular business get paid faster.

Cons: The thing that I like the least about PDCFlow software is that sometimes it gets a bit irritating when the software does not work properly. The customer support is sometimes a bit slow when it comes to aiding in a stressful situation.

User Friendly

Apr 27, 2018

Areane Q.

Procurement Engineer

51-200 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The software is not complicated to use and very convenient and Support Team is very accommodating on our concerns

Cons: None so far. Keep up the great service

We were hoping to view bank names from our customers

Jan 29, 2018

Roxie S.

Bookkeeper

Financial Services, 11-50 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Capterra

5/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: This software is not complicated to use. The links are pretty straight forward. Customer service responds promptly

Cons: We can't view the name of the bank our customer uses. We would like the name of the bank to show on the receipt.

Overall: I can't say there are any benefits over our last software.

I love the product but for a small business like ours, the price just a tad bit high.

Oct 05, 2017

Windy P.

Owner

Used the software for: 6-12 months

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: Honestly, I love everything about this program. It is easy to use, the feature is simple especially if you are not a computer savvy.

Cons: My only problem is the price. We don't use the program that much, probably only twice a month. And the price that the company offered is just too expensive. Our company is not big. It's a start up, so to pay monthly is just too much.

My transition to PDCflow was quick and easy. Great product.

Aug 02, 2017

Craig D.

President

Used the software for: Less than 6 months

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: Ease of use and the customer support team. They were helpful during the transition to their software and are always available to answer questions.

Experience has been a bit of self-taught; however, Support has been responsive.

Jun 15, 2017

Linda C.

Vice President

Automotive, 1-10 employees

Used the software for: Less than 6 months

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

5
/
5

Features & Functionality

3
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Software has several very useful tools such as the e-signature request and the option to create a recurring schedule from a one-time payment.

Cons: Software has areas that are not clear and require assistance from Support such as statuses of pending transactions. Also, it has been a challenge when transactions fail and we have to re-process the payment.

Vendor Response

by PDCflow
on June 16, 2017

Linda,
Thank you for your review! We're glad to hear you like our signature services and recurring schedule features.
We want our products to help you succeed and offer self-help resources to answer simple how-to questions. However, if you feel you could benefit from further training, you're more than welcome to contact our support team to schedule additional sessions free of charge. We are always happy to discuss the intricacies of ACH payments and how our system makes that process easier.
As always, please don't hesitate to contact us with any questions or concerns.
The PDCflow Team

Review of Status Codes

Mar 24, 2017

Weston F.

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Comments: Excellent response time and good information. Will definitely use support again when necessary. Customer support representative was very helpful.

love PDC4U

Feb 17, 2017

becky r.

Collections MGR

Accounting, 1-10 employees

Used the software for: 2+ years

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: easy to use, even those who aren't high tech users can master this with very little trouble

Cons: honestly my only problem is not being able to tab from my customer id to the username field. I swear that's my only problem now since you all fixed the number disappearing on the retry field on declined transactions.

Overall: Customer service are hands down some of the most awesome customer service reps ive worked with. they never make me feel dumb or slow because I (and we as in CCC) stay behind the times talking in terms of the tech world. I appreciate a business of your size working with a company of our size. I know a lot of companies wouldn't fool with us. I love your product and I'm the primary user of it. as long as things keep going as smoothly we will be staying with your company. FYI any telemarketers have to get through me to get to the representative and since I'm so very happy with your service....that almost never happens in regards to credit card software.

thanks again for all you

Recommendations to other buyers: none at this time

PDC Review

Jan 31, 2017

Laura S.

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

2
/
5

Features & Functionality

5
/
5

Customer Support

Comments: I am unsure how to rate a couple of items. The features and functionality did not provide the information we were looking for. We wanted to know the percentage of Credit Card vs Debit Card payments. I have nothing to compare the Value to.

Support is always helpful and expedient.

Jan 30, 2017

Greg J.

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Comments: I addressed a problem with a card type, which was handled within a just few business hours.
Also, support always does a followup to be sure the issue was resolved, which is appreciated.

The PDCflow team is awesome!

Jan 26, 2017

Greg J.

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Comments: Every issue has been handled promptly and effectively. The team is obviously qualified and dedicated to their customers.

Vendor Response

by PDCflow
on January 30, 2017

Hello Greg,
Thank you for your review. Your business and satisfaction with our products and services is important to us!

Fantastic Service

Dec 21, 2016

Ryan L.

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Comments: The representative was most helpful in our company's dilemma. She responded very quickly and demonstrated knowledge of the problem and outstanding timing in the solution as well. I am very satisfied in the support I was given by her and she reminded me how good of a decision it was to integrate our software with your company. Thank you so much for the assistance.

Vendor Response

by PDCflow
on January 30, 2017

Hello Ryan,
Thank you for the review! We appreciate your business.

Better than Pitney Bowes

Nov 09, 2016

Michael B.

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

3
/
5

Value for Money

Comments: so far no complaints with either the equipment or customer service, that in itself is worth not having to deal with Pitney Bowes!

HAPPY WITH SERVCIE OVER ALL ESPECIALLY CUSTOMER SERVICE REPS

Nov 07, 2016

Sherri H.

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Comments: Reponses to issues are timely. Friendly professional service reps always willing to assist.
System is user friendly.

Great customer support from Matt

Nov 07, 2016

Jana H.

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

Comments: Matt emailed very quickly. When I was still confused, he called to clarify the problem and walked me through the system area where I needed explanation. It was a wonderful and successful experience. Thank you.

Financial Collection Agency of Anchorage, Inc.

Oct 11, 2016

Mary F.

President/ Manger

Financial Services, 1-10 employees

Used the software for: 2+ years

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: easiness to use

Cons: don't know if I have a least

Overall: These people are awesome to work with. great customer service and great product .. have never had to worry about banks .. that usually don't like collection agencies .. always quick to reply or help

Recommendations to other buyers: great for collection agencies

Vendor Response

by PDCflow
on October 12, 2016

Hello Mary,
Thank you for your review! We appreciate your business.

Great Service is a Bonus to the Great Product

Oct 10, 2016

Kelly P.

President

Financial Services, 11-50 employees

Used the software for: 2+ years

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The integration with our Collection Software, DAKCS and the ease of use of the online portal for the individual credit card payments.

Cons: Nothing at this time.

Overall: We have used PDCFlow for over 10 years. They have anticipated our needs and have made advancements that have eased our collection processes. The credit card processing fees are reasonable, and with the added benefit of AMAZING customer service, we have found a perfect solution for our card processing.

Vendor Response

by PDCflow
on October 10, 2016

Thank you Kelly!
We appreciate your business.

Long Term Satisfied Customer

Oct 06, 2016

Sylvia G.

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Comments: We have been a customer of PDCflow since 2008. The product is easy to use and roll out to multiple users. When we were looking for a new option that was not previously available, they were quick to come up with a solution and get it implemented. While we have had very few issues with the product or service, any issues are quickly and professional addressed by their customer support. We are very pleased with PDCflow and can highly recommend their services.

Vendor Response

by PDCflow
on October 06, 2016

Thank you Sylvia,
We appreciate your business!

Help getting my password

Aug 03, 2016

Alyssa F.

Hospital & Health Care, 501-1000 employees

Used the software for: Less than 6 months

Source: Capterra

4/5

Overall

3
/
5

Ease of Use

3
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Cons: What I like about least is that it took many times to log onto the program for the first time.

Overall: Overall the help was great, It was good having someone helping me until we got it. The downside was how much time was wasted on trying to log on for the first time. As a user and customer of this product I would defiantly recommend making it easier for a first time user to be able to log on and use it for the first time without this problem that I had.

Vendor Response

by PDCflow
on August 03, 2016

Hello Alyssa,
I'm sorry you experienced a difficult time with logging into your PDCflow account the first time. We have thousands of users and generally this is not a problem, but we are researching the issue to put processes in place that are necessary to ensure it doesn't happen again.
I'm happy to see our Customer Success Team was able to resolve your issue by the next business day.
We appreciate our users and any feedback and suggestions you have for us.
Thank you,
The PDCflow Team

The Best~!

Jul 29, 2016

Andria V.

Customer Service Manager

Hospital & Health Care, 1001-5000 employees

Used the software for: 2+ years

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: PDC is intuitive, intelligent, supportive, and dependable! I have trained many users to use this product and found it easy to teach and easy for new users to maneuver. As this product has expanded their service features, their communication, support, and knowledge base exceeds expectations at each encounter. The dependability PDC offers is phenomenal and in conjunction with the support, PDC is TOP NOTCH for sure!!

Vendor Response

by PDCflow
on August 01, 2016

Hello Andria,
Thank you for taking the time to give us your review. We appreciate Intermedix and the trust you have in PDCflow as your accounts receivables payment system.

Customer Service

Jul 18, 2016

Delores B.

Owener

Banking, 1-10 employees

Used the software for: 2+ years

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Fast customer service

Cons: None

Overall: They were fast in looking into our problem & getting fixed. They were friendly, they have always been fast on fixing what ever problem we have .

Recommendations to other buyers: No

Outstanding performance and support. PDCflow is a Winner!

Jul 13, 2016

Butch B.

President

1-10 employees

Used the software for: 2+ years

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Reliable , fast transaction processing, and PCI compliant.

Cons: None

Overall: Started using PDC4U to process credit/debit card payments in 2014 via web portal. Easy to use. Easy to research payments & excellent reporting. Selected a hosted financial system in 2015 that has PDC4U integrated. Seamless, fast transactions continue

Vendor Response

by PDCflow
on July 13, 2016

Hello Butch,
Thank you so much for your review. We are pleased that you are happy with our system and we value your business!

Solving a problem

Jul 01, 2016

Roxanne R.

Development Assistant

Hospital & Health Care, 501-1000 employees

Used the software for: 2+ years

Source: Capterra

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: the help/support section shows visuals as well as text to explain answers.

Cons: Nothing

Overall: In the support section, after trying several key words in the search box, I was unable to find a solution. I then sent my questions to the support staff and someone answered me right away with the solution. I had two more problems within a couple of days that I sent to the support staff and they were very helpful in resolving those problems as well.

Recommendations to other buyers: None

Vendor Response

by PDCflow
on July 01, 2016

Hello Roxanne,
Thank you for the review on our Customer Success Help Center and Team. We strive to give our clients a quick response time to any questions they may have about functionality.
We appreciate your time in giving us a review.

ACH batches

Jul 01, 2016

Nita D.

Patient Account Manager

Hospital & Health Care, 51-200 employees

Used the software for: 2+ years

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: I logged the issue and almost in seconds I got a response and I knew someone was working on our problem. And they don't stop until it is done.

Vendor Response

by PDCflow
on July 01, 2016

Hello Nita,
Thank you for taking the time to review our Customer Success Team! Answering our clients questions and concerns as quickly as possible is a top priority at PDCflow.
We appreciate your business.

Overall good product

Jun 10, 2016

Sal A.

Receivables Manager

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

5
/
5

Customer Support

Comments: Great customer service & product is simple to use. Hopefully in the future, it will allow postdated payments to set up not just on a daily, weekly, monthly basis, but also on a given day each month (ex: Last Friday of every month).

Vendor Response

by PDCflow
on July 01, 2016

Hello Sal,
Thanks for the review! The enhancement to our recurring payments is planned for a future roll out. Our Customer Success Team will contact you as soon as it becomes available.
We value your feedback and your business.

Limited I need to become better aquainted with it at first a little confusing

Jun 07, 2016

Julie c.

Mktg

Source: Capterra

3/5

Overall

3
/
5

Ease of Use

4
/
5

Customer Support

Comments: Since I am new, I need to get more familiar with this. One thing I notice is I would like more flexibility with the form when some one is filling it out for our donation tab. there needs to be a drop down menu for options of explanation on donations. When the results are sent to us its very general and makes us have to research it.

Vendor Response

by PDCflow
on November 17, 2017

We're sorry to hear that you haven't found the transition to our software as easy as we would hope. We want you to get the most out of our product. Expect a PDCflow customer success team member to reach out to you shortly so we can address your concerns.

PDC FLOW Signature

The product is easy to use. Responses are fast. Great customer service.

May 17, 2016

Robin W.

Oggice Mgr.

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

5
/
5

Customer Support

Comments: Your customer service people that help me with any software issue I might have are wonderful! They are very helpful, patient and always willing to go any extra step

Do you want to talk about legendary service?

May 10, 2016

Joe L.

Managing Partner

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

5
/
5

Customer Support

Comments: As my title subtly hints to, the PDCflow service has been amazing. They have an easy to use portal and great FAQ's that can answer most of your questions. Sure, you are thinking "That's nice. Everybody does that now"...and I agree. PDCflow, however, has a support staff that you get to talk to on the phone (without fighting IVR trees or oversees lines or unintelligible accents) that is knowledgeable and able to answer your questions - which they do promptly.

I found the pricing a bit expensive, but I believe it to be worth it for the reduction in headaches.

Vendor Response

by PDCflow
on May 12, 2016

Hello Joe,
Thank you for your review. We strive to provide excellent Customer Service and Support and are very happy that you are one of our satisfied clients.

We use it

May 06, 2016

Jessica G.

Source: Capterra

4/5

Overall

2
/
5

Ease of Use

3
/
5

Customer Support

Comments: There are a lot of features that we didn't know anything about. There is not a lot of customer education for new or existing features or products offered, particularly when there is no charge for additional options.

Con: The exception report skips days and we miss batches until they're actually deposited, then we can go find them. This has been a persistent problem for months that we can't seem to get fixed.
Con: The search process doesn't always bring the results it should. If searching by a name, the name should come up and it doesn't always. The date range or specific date doesn't always yield all the results either.

Pro: Lots of customer-friendly features, but they could use some updating.
Pro: System is fairly reliable. When it has gone down it's come back up quickly.

Vendor Response

by PDCflow
on May 10, 2016

Thank you for your review. We appreciate your feedback and value ACC's long relationship with us. We are always striving to improve our communications and relationships with our clients, so we have recently implemented a quarterly newsletter, sent to all clients in April. The newsletter featured the latest PDCflow updates and information on our Online Help Center, https://support.pdcflow.com, which does provide Video Tutorials on products/features, along with step by step How to Articles. Please be sure to whitelist pdcflow.com in your email filters, so that you do not miss any of these important updates and it should also permit delivery of your Exception Reports.
You also have the ability to pull an exception report from within your PDCflow account. We will reach out to you with the links to the how to articles.
Free online training and refreshers for established clients are always available upon request.
Customer Success will reach out to you to see if we can assist further.

It couldn't be more satisfactory!

Apr 27, 2016

DIANE D.

HOSPITAL CASHIER

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: The customer service is OUTSTANDING! It feels as if Angelica is literally right by my side. CUDOS!

Vendor Response

by PDCflow
on April 27, 2016

Thank you Diane! We appreciate your review.

I have not experienced any problems with the software.

Mar 14, 2016

Joseph G.

Finance manager

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: Very easy to navigate

Vendor Response

by PDCflow
on March 15, 2016

We appreciate your feedback, Joe!

Excellent Customer Service/Quick Response Time

Mar 08, 2016

Alice D.

Admin Assist

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: I am extremely pleased with the excellent customer service we receive time and time again from PDCflow. Very professional and friendly. Keep up the excellent work.

Vendor Response

by PDCflow
on March 08, 2016

Thank you Alice! We appreciate your business and your review!

Does the job but not the nicest/easist to work thourhg

Feb 24, 2016

CAthy H.

Director of Revenue Cycle

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Customer Support

Comments: This does the job but in looking at other options out there, this is not the prettiest or most user friendly process.

I have worked on this system for a very long time. Customer service is great.

Feb 24, 2016

Lori C.

Assistant Controller

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: This system is very easy to use and maneuver around. Researching payments is the simplest I have seen. I also like the daily reports I get telling me who processed a payment.

This is a "must have" service!

Feb 23, 2016

Amy H.

President

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Customer Support

Comments: My company has been using PDC4U/PDC Flow since 2008. This is and has always been a very reliable and user friendly system. PDC strives to constantly enhance the services available to its customers while ensuring the data we input is secure and safeguarded. If you are looking for a service that will increase your daily cash flow, stop looking and give them a call!

Increases our company's revenue with ease of payment to customers

Feb 21, 2016

Lisa T.

Managing Director

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: We have noticed an increase in our revenue since allowing online payments using PDCflow. We emphasize the online option in our letters drawing the customers attention to the online capability. Customers are so busy today they don't have time to stop and call in. They can pay online when it's right for their schedule and save on a stamp too! Highly recommend using this product. Their customer service is top notch too!

Angelica Inguez

Feb 11, 2016

Richard H.

Ceo

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: Angelica-Was instrumental in helping us to setting up An American Express account and also setting up an e-signature account. She is highly professional as well as knowledgeable. She is your greatest asset. We appreciate her help.

Vendor Response

by PDCflow
on February 11, 2016

Thank you Richard! Angelica is a very valuable Customer Success Specialist here at PDCflow and we pride ourselves on providing great Customer Support.

Very user friendly.

Jul 28, 2015

Sylvia R.

Bookkeeper

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: We have had very little problems with the software and when there is a problem it is resolved quickly and professionally.

Excellent product that is easy to use.

Jul 16, 2015

Sylvia G.

Chief Accounting Officer

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: Easy to use and deploy at multiple locations. When there are occasional issues, customer service always provides a quick response.

Easy to Use

Jul 10, 2015

Shannon M.

Corporate Controler

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: I have never experienced difficulty maneuvering around on the website. If I have any questions I am assisted by Dawn Updike very quickly.
I am very satisfied with my service.

PDCflow has helped our company move from the stone age to modern times.

Jun 08, 2015

Melanie C.

Collection Supervisor

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: This product is very easy to use and it integrated with Dakcs Software easily . We were up and running within hours. We can send email receipts easily and add a URL with banner to our website. Customer service is amazing I have had nothing but helpful people. Thank you, so much for this service. We were able to upgrade to this system and save money.

Vendor Response

by PDCflow
on June 08, 2015

Thank you so much for a great review! We appreciate your business and look forward to working with you!